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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chicago, IL • United States

1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank Na Miramar FL 11/2013 08/2018
Wells Fargo Advisors Llc Miramar FL 11/2015 11/2016
Wells Fargo Clearing Services, Llc Miramar FL 11/2016 08/2018
Morningstar Investment Services Llc Chicago IL 08/2018 01/2020
Fidelity Investments Westlake TX 11/2021 Present
Bombastic Cafe Chicago IL 01/2020 11/2021
Fidelity Investments Boston MA 03/2025 Present
  • 11/2013 → 08/2018
    Wells Fargo Bank Na
    Miramar, FL
  • 11/2015 → 11/2016
    Wells Fargo Advisors Llc
    Miramar, FL
  • 11/2016 → 08/2018
    Wells Fargo Clearing Services, Llc
    Miramar, FL
  • 08/2018 → 01/2020
    Morningstar Investment Services Llc
    Chicago, IL
  • 11/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2020 → 11/2021
    Bombastic Cafe
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
    Highland Park, IL
Other Businesses

OBA-88907|OrgNmn:Twitch|Org Addr:Chicago,Illinois,US|OBA Nature:I am streaming myself play vid|Invst Rel:N|Title:Independent Contractor|Duties:none|StrtDt:06-26-22|TotHrs/mon:40|TrdHrs/mon:0|OBA-120318|OrgNmn:Giuseppe's Video Production|Org Addr:Chicago,Illinois,US|OBA Nature:I help brands grow online by p|Invst Rel:N|Title:Sole Proprietor|Duties:Client consultation and strategy along with scriptwriting , storyboarding, filming and video editing |StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-24
S63 Uniform Securities Agent State Law Examination 2022-01-27
  • S66 Uniform Combined State Law Examination
    2024-09-24
  • S63 Uniform Securities Agent State Law Examination
    2022-01-27
Other Names
  • Guiseppe Longo
  • Giuseppe Longo
  • Giuseppe Alexander Longo Omana
  • Giuseppe Alexander Longo

View on SEC IAPD

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